How to Help Clients See the Benefits of Tax Loss Harvesting
By Noah RubinHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
October 31, 2022
The Real Value of Annuities for Mass Affluent RetireesMorningstar finds annuities offer little benefit to retirees at low risk of going broke. But there's more to the story.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.
October 31, 2022
We Should Just Accept We're Going to Have a Blah EconomyIt's just as likely we'll slog along in uncertainty as it is that inflation will lead to a deep recession.
October 31, 2022
How to Talk to Clients About Annuity Surrender Charges and CommissionsThe author makes the case that talking about the connection can create trust.
October 31, 2022
Secure Lifetime Income Through Secure Act 2.0A Sammons executive predicts that the package eventually will pass.
October 28, 2022
5 Questions to Ask Before You Switch FirmsMoving in this market could be tough, but it still might be the best option for some advisors.
October 27, 2022
How Medicare Premiums Will Change in 2023A Medicare problem solver explains what the fuss about the premiums is all about.
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